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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,551 | $96,678-90.1% | $86,640-89.0% | $139,466-93.2% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 14.65% | 106.69%-92.0pp | 592.52%-577.9pp | 373.66%-359.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,934 | $4,837-18.7% | $4,438-11.4% | $6,712-41.4% |
| Admin fee / account holder | $673 | $6,410-89.5% | $5,616-88.0% | $11,409-94.1% |